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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Caregiving for aging parents requires meticulous organization to prevent dangerous oversights like missed medications or dehydration. This episode explores specific tech tools—from Wi-Fi-enabled calendars to smart pill dispensers—that help caregivers coordinate remotely, manage daily routines, and reclaim quality time with loved ones.
Drew Cohen of Speedwell Research argues that Constellation Software's 50% drawdown due to AI fears is overblown, explaining that mission-critical vertical market software customers prioritize reliability and switching costs over marginal cost savings, making disruption by AI-generated alternatives unlikely despite the technology lowering barriers to entry.
David Schmidtz argues that rational self-governance—whether individual, corporate, or academic—requires artificially imposed constraints and mission-driven frameworks to make decision-making manageable, while criticizing universities for prioritizing student comfort over intellectual growth and risk-taking.
Anthropic's Felix Rieseberg explains why AI agents need their own virtual computers to be effective, arguing that confining Claude to chat interfaces severely limits capability. He details how this philosophy shaped Claude Cowork and why product development is shifting from lengthy planning to rapidly building multiple prototypes simultaneously.
Dustin Poirier discusses the physical toll of extreme weight cutting and advocates for more UFC weight classes, while reflecting on fighter pay disparities, the dangers of modern sparring culture, and the uncrowned legends of MMA's early era.
Rose Hadshar of Forethought explains how advanced AI could enable unprecedented power concentration not through dramatic coups, but via economic dominance and epistemic manipulation, allowing small groups to control millions of loyal AI workers while the general public loses political leverage.
Vishal Misra argues that large language models operate as compressed Bayesian inference engines—updating probability distributions through in-context learning—but remain fundamentally incapable of consciousness or novel discovery, meaning scale alone cannot achieve AGI.
Following the assassination of Iran's Supreme Leader, his son Mushtaba Hami was elevated to the position in a contentious succession battle that violated the 1979 revolution's anti-monarchy principles. His selection represents a victory for hardliners and the Revolutionary Guards who prioritized wartime continuity and defiance against the US and Israel over moderate calls for reform.
The financial system is undergoing a structural transformation paralleling the rise of high-frequency trading in the 1990s, as autonomous AI agents increasingly rely on blockchain-based 'Agentic Wallets' and crypto rails to transact outside traditional banking infrastructure, creating a narrow window of opportunity for early adopters.
Kalshi founders Tarek Mansour and Luana Lopes Lara recount their four-year battle to launch the first CFTC-regulated prediction market in the US, culminating in a lawsuit against their own regulator to offer election contracts, and why their 'permission-first' approach ultimately enabled $10+ billion monthly volumes.
Brookfield CEO Connor Teskey explains how the firm achieves superior risk-adjusted returns by investing in critical global infrastructure while eliminating market risk through contractual lock-ins, and shares leadership lessons from his rapid rise from private equity to CEO.
As the US diverts military assets from Asia to the Middle East, China maintains strategic patience by avoiding military intervention in the Iran conflict while securing preferential oil access and protecting commercial investments, positioning Beijing to benefit from a post-war regional restructuring without bearing the costs of entanglement.